Soltis Investment Advisors · 2 weeks ago
Senior Advisor, Institutional & Retirement Plan Services
LV Metro Area
Full-time
Hybrid
Mid, Senior Level
$150K/yr - $250K/yr
3+ years expSoltis Investment Advisors is a nationwide, fee-only Registered Investment Advisory Firm that has been delivering innovative investment solutions since 1993. They are seeking a driven and relationship-focused Senior Advisor, Institutional & Retirement Plan Services to support and expand their institutional and retirement plan business within designated regional markets. The role involves developing new institutional relationships and driving asset growth through proactive business development efforts.
Financial Services
Hiring Manager
Britain Sudol, MBA, SHRM-CP
Responsibilities
Identify and develop new institutional business opportunities within an assigned regional territory
Build and maintain relationships with institutional prospects, plan sponsors, consultants, and corporate executives
Own and actively manage the institutional sales pipeline, including prospecting, follow-up, and opportunity tracking
Serve as the day-to-day lead for institutional business development and lead generation in regional markets
Partner closely with the VP of Marketing and institutional leadership to align outreach strategies and messaging
Support onboarding and implementation of new institutional clients in collaboration with internal teams
Develop a strong understanding of Soltis’ institutional services, investment capabilities, and value proposition
Represent Soltis with professionalism, confidence, and credibility in all external interactions
Qualification
Required
3 – 5 years of experience in institutional, retirement plan, or related investment management roles
Proven track record of sales success and business development within institutional or retirement-focused environments
Strong executive presence, presentation skills, and communication abilities
Ability to build trust and credibility with senior-level corporate and institutional decision-makers
Willingness to travel within assigned regional markets and occasionally to Soltis offices
Ability to work independently while collaborating effectively within a fast-paced, growth-oriented team
Preferred
Bachelor's degree
Series 65 license
Additional industry credentials or experience working with retirement plans, institutional consultants, or OCIO relationships
Benefits
Health Insurance: Multiple medical plan options with substantial employer premium coverage, including dental and vision.
Retirement Savings: Employer-matched retirement plan, fully vested, with covered administration and management fees.
Paid Time Off: Paid vacation, personal leave, and floating holidays, with increased accrual based on tenure.
Parental Leave: Paid maternity and paternity leave.
Additional Support: Paid leave for bereavement, jury duty, and military service, along with wellness-related benefits.
Company
Soltis Investment Advisors
Soltis is an investment advisory firm which delivers financial security and personal freedom to individual and institutional investors.
51-200 employees
Funding
Current Stage
Growth StageTotal Funding
unknown2024-09-17Acquired
Leadership Team
Lon Henderson
Founder, Chairman of the Board of Advisors
Recent News
2025-05-05
2025-05-04
Private Equity Wire
2025-04-30
Company data provided by crunchbase